-0.8%
ONON vs URI
+261.2%
-262.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.2% | -4.1% | -2.0% |
| 7D | -10.1% | +2.4% | -12.5% | -11.4% |
| 30D | -1.8% | +8.9% | -10.7% | -6.5% |
| 3M | +12.3% | +0.8% | +11.5% | +10.8% |
| 6M | +2.0% | +23.1% | -21.2% | -10.9% |
| YTD | -25.3% | +43.1% | -68.4% | -42.1% |
| 1Y | -1.3% | +35.7% | -37.0% | -21.1% |
| 3Y | +29.0% | +158.2% | -129.2% | -38.2% |
| 5Y | -6.2% | +212.6% | -218.8% | -66.9% |
| All | -0.8% | +261.2% | -262.0% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded URI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling